Wealth management with a broader perspective

With our Advisory Services, your portfolio will be developed and managed by seasoned financial professionals—freeing you to focus on other important things. Along with your advisor, the Northwestern Mutual Wealth Management Company investment team provides world-class expertise to help build your ideal portfolio.

We start with you and your priorities, then following our time-tested philosophy and disciplined process, find high-quality investment options to help you reach your goals. Our long-term view also means we avoid reacting to the day's headlines to make smarter decisions designed to help drive value over time.

Your portfolio will be continually monitored to make sure it stays on track. And if your priorities change along the way, you'll have the flexibility to change direction.

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A financial partner who will always put your interests first

Ongoing investment advice and account monitoring

Goals-based approach to portfolio management

Professionally constructed, well-diversified portfolios

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Expert insights for wealth management advisory services

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Our financial advisors have the ongoing support of our Wealth Management Investment Team which includes CFA® Charterholders and experts who are frequently featured in major national media outlets. This experienced investment team provides thought leadership to our advisors and makes investment recommendations based on our proven investment philosophy rooted in smart, strategic decisions that focus on the long-term.

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The Northwestern Mutual difference

Top 10 ranked investment service

We're one of the Top U.S. Independent Investment Broker-Dealers1

Ranking for Northwestern Mutual Investment Services LLC, Financial Advisor magazine and InvestmentNews, April 2021

4.9M+ clients at Northwestern Mutual

The number of people we're proud to call clients, and who put their trust in us.

164+ years strong through depressions, downturns, pandemics, and two world wars

The number of years we've been there for our clients—through depressions, downturns, pandemics, and two World Wars.

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Investment advisory services: a key to a smart financial plan

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Our focus on long-term investment strategies will help give you the confidence to be disciplined through market fluctuations, knowing that the growth, protection, and management of your wealth won't be left to chance.

Through your Northwestern Mutual financial advisor, you'll also have access to more financial options, including investments for growth, insurance for protection, and annuities for more flexibility in retirement. Each is designed to reinforce the other so your personalized plan can work its hardest for you.

Our approach to planning

Take the next step toward your financial plan.

Our advisors are here to walk you through it and will be there every step of the way. Ready to turn your dreams into plans?

It's easy to get started—no commitment, just a conversation.

Broker-Dealer Disclosure

To learn more about Northwestern Mutual Investment Services, LLC and its financial professionals, visit FINRA BrokerCheck®

Visit our Client Relationship Summaries (Form CRS) for information about our firms that provide brokerage and advisory services.